Laurel Wealth Advisors LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,860
-4.9%
2950.0%0.00%0.0%
Q2 2023$11,420
+3.1%
295
+0.3%
0.00%0.0%
Q1 2023$11,073
+14.9%
294
+12.6%
0.00%0.0%
Q4 2022$9,633
+140.8%
261
+117.5%
0.00%
+100.0%
Q3 2022$4,0000.0%1200.0%0.00%0.0%
Q2 2022$4,000
-20.0%
1200.0%0.00%0.0%
Q1 2022$5,0000.0%1200.0%0.00%0.0%
Q4 2021$5,0000.0%1200.0%0.00%0.0%
Q3 2021$5,0000.0%1200.0%0.00%0.0%
Q2 2021$5,0000.0%1200.0%0.00%0.0%
Q1 2021$5,000
-16.7%
120
-29.4%
0.00%
-50.0%
Q4 2020$6,000
+20.0%
170
-15.0%
0.00%
+100.0%
Q3 2020$5,0000.0%2000.0%0.00%
-50.0%
Q2 2020$5,000
+25.0%
2000.0%0.00%0.0%
Q1 2020$4,000
-42.9%
2000.0%0.00%0.0%
Q4 2019$7,000
-22.2%
200
-33.3%
0.00%
-33.3%
Q3 2019$9,0000.0%3000.0%0.00%0.0%
Q2 2019$9,0000.0%3000.0%0.00%0.0%
Q1 2019$9,000
+12.5%
3000.0%0.00%0.0%
Q4 2018$8,000–300–0.00%–
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Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders